Overview

Moby can function as a hands-on, conversational report builder. Chat with Moby, preview live results in split-screen, and turn any question (or series of questions) into an interactive, share-ready report or a scheduled recurring Agent.

Benefit	Why it matters
Conversational workflow	Ask plain‑language questions (e.g., “Show spend and ROAS for the last 7 days”). Moby writes the SQL, pulls the data, and builds the visuals.
Live split‑screen preview	See the chat and report side‑by‑side, so every prompt’s impact is clear.
Gen UI	Moby generates interactive charts, tables, and text insights presented in a beautiful visual report.
Shareable & schedulable	Share a password‑protected link or convert the session to an Agent that reruns every 15 min, hourly, daily, or weekly.

Moby vs. Deep Dive

	Moby	Deep Dive
Experience	Manual & conversational. Ask one question at a time, debug as needed, request reports yourself.	Hands‑off & autonomous. Provide a target, wait a short time, receive a comprehensive report.
Execution model	One SQL/chat step at a time.	Dependency‑graph execution with parallel tasks and auto‑debugging and smart pivots.
Extra capabilities	Can generate Gen UI when you explicitly ask.	Router Chat → Steps Planner → Execution Engine → Final Report pipeline.
Ideal for…	Quick explorations, ad‑hoc SQL questions, iterative widget building.	In‑depth investigations, strategic deep dives, recurring insights.

Key Components

Left Pane – Chat & Data
Type prompts, review Moby’s replies, and see the raw data it extracts.
Right Pane – Live Report & Share Options
- Gen UI – interactive charts, tables, and tabs
- Code – read‑only view of the HTML/CSS/JS used to render the report
Share Link
Send a link to your final report to anyone, with optional password protection.
Agents integration
Turn any Build into a scheduled Agent that delivers the refreshed report by email, Slack, or another destination you choose.

How It Works

Ask a question – “Show spend and ROAS for the last 7 days.”
Moby pulls data – It writes SQL, queries your Triple Whale data, and shows the results in chat.
Ask to build a report – Moby turns the data into a Gen UI report on the right.
Iterate – Prompts like “Break it down by hour” or “Add a spend‑share pie chart” update the report.
Share or schedule – Generate a share link (add a password if needed) or click Create Agent to schedule the report to run automatically in the future.

What You’ll See

Left Pane	Right Pane
Prompts – your step-by-step questions, and data and insights generated by Moby.	Output – Gen UI visuals and Code panel

Get Started

Write or Pick a Prompt

Type a plain‑language prompt describing the desired outputs.

Example Prompts Build Mode Handles Well

"Make me a Geographic Performance report"
"Build me a Time‑of‑Day & Day‑of‑Week Performance Matrix"
"Show me my top-performing meta campaigns this month"
"Give me a report on my paid spend vs revenue per channel"
"Help me understand my campaign budget pacing & provide an end‑of‑month forecast"
"Analyze my retargeting funnel drop‑off"

Ask Moby to Create a Visual Report

Once the data looks right, say “Create a visual report with insights.” The Gen UI appears on the right.

Iterate on the Results

Continue exploring:

Data – For example, “Now break it down by hour.”
Layout – For example, “Change the ROAS chart to columns.”

Share or Convert to Agent

Once your visual report looks the way you want, you can easily make it available to others. Simply click the ⋮ options button and select Share.

Configure to share a link with a specific email, make it password-protected, or just share a general link with anyone you'd like:

Convert to an Agent

Note: You'll need access to Agents to use this feature. View plans

You can also save any Moby visual report as an agent. Saving your reportas an Agent lets you:

Automate recurrences – schedule the analysis to run (e.g., every Monday at 9 AM).
Add destinations – after conversion, open the Agent builder to add delivery steps such as Email, Slack, Dashboards, or Google Sheets.
Build on it - Connect your report with other Agents to create even more powerful mega-Agents.

At the bottom of your chat with Moby, or from within the ⋮ options button, Click Create Agent.